Tobias Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tobias Financial Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Sell	13,006 -19	-0.1%	-$4.36K	0.39%	40
2026 Q1	$2.8M	Sell	13,025 -1,999	-13%	-$446K	0.39%	41
2025 Q4	$3.3M	Buy	15,024 +2	+0%	+$437	0.47%	40
2025 Q3	$3.24M	Buy	15,022 +110	+0.7%	+$23.1K	0.49%	37
2025 Q2	$3.05M	Sell	14,912 -27	-0.2%	-$5.23K	0.52%	37
2025 Q1	$2.9M	Sell	14,939 -329	-2%	-$65.4K	0.56%	32
2024 Q4	$2.99M	Sell	15,268 -182	-1%	-$36.3K	0.6%	33
2024 Q3	$3.06M	Sell	15,450 -65	-0.4%	-$12.4K	0.61%	31
2024 Q2	$2.83M	Sell	15,515 -77	-0.5%	-$13.9K	0.61%	32
2024 Q1	$2.85M	Sell	15,592 -112	-0.7%	-$19.7K	0.65%	33
2023 Q4	$2.68M	Sell	15,704 -295	-2%	-$47.5K	0.65%	33
2023 Q3	$2.49M	Buy	15,999 +1	+0%	+$162	0.65%	38
2023 Q2	$2.6M	Buy	15,998 +154	+1%	+$24.1K	0.7%	35
2023 Q1	$2.44M	Sell	15,844 -975	-6%	-$149K	0.72%	33
2022 Q4	$2.55M	Sell	16,819 -16	-0.1%	-$2.38K	0.84%	32
2022 Q3	$2.27M	Buy	16,835 +1,379	+9%	+$205K	0.8%	30
2022 Q2	$2.22M	Sell	15,456 -65	-0.4%	-$9.89K	0.74%	33
2022 Q1	$2.52M	Sell	15,521 -8,312	-35%	-$1.34M	0.87%	26
2021 Q4	$4.09M	Buy	23,833 +8,516	+56%	+$1.4M	0.32%	53
2021 Q3	$2.35M	Hold	15,317	–	–	0.88%	23
2021 Q2	$2.37M	Buy	15,317 +142	+0.9%	+$21.8K	0.94%	23
2021 Q1	$2.23M	Sell	15,175 -787	-5%	-$112K	0.95%	21
2020 Q4	$2.25M	Sell	15,962 -108	-0.7%	-$14.6K	1.03%	22
2020 Q3	$2.07M	Sell	16,070 -745	-4%	-$93.7K	1.13%	21
2020 Q2	$1.97M	Sell	16,815 -603	-3%	-$68.6K	1.16%	21
2020 Q1	$1.8M	Sell	17,418 -119	-0.7%	-$14.2K	1.3%	18
2019 Q4	$2.19M	Buy	+17,537	New	+$2.12M	1.4%	17

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tobias Financial Advisors's VIG Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.15% in Q2 2026, selling an estimated $4.36K and leaving 13,006 shares worth $3.08M. The position accounts for 0.39% of the portfolio, ranked #40.

Tobias Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.09M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tobias Financial Advisors held 13,006 shares of Vanguard Dividend Appreciation ETF worth $3.08M as of Q2 2026.
Tobias Financial Advisors sold 19 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.36K.
Vanguard Dividend Appreciation ETF made up 0.39% of Tobias Financial Advisors's portfolio in Q2 2026, its #40 holding.
Tobias Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Tobias Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.09M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.